Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,043,128
+$1,642,347 QoQ
Shares Held
126,743
+15.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#265
of 2,446 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Waverly Advisors, LLC holds $132,199,298 across 27 Utilities - Regulated Electric names. DUK ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,945 | $33,301,815 | |
| 2 | AEP |
American Electric Power Co Inc
|
185,178 | $25,334,202 | |
| 3 | NEE |
Nextera Energy Inc
|
193,331 | $16,968,661 | |
| 4 | DUK |
Duke Energy CORP
This page
|
126,743 | $16,043,128 | |
| 5 | D |
Dominion Energy, Inc
|
106,769 | $7,291,255 | |
| 6 | XEL |
Xcel Energy Inc
|
73,580 | $5,908,473 | |
| 7 | EXC |
Exelon Corp
|
102,569 | $4,781,766 | |
| 8 | DTE |
Dte Energy Co
|
26,700 | $4,068,279 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,043,128 | 126,743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,400,781 | 109,980 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,382,884 | 105,647 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,588,568 | 93,645 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,402,998 | 88,161 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,331,802 | 76,509 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,310,589 | 67,854 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,977,956 | 60,520 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,670,912 | 56,579 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,531,268 | 36,514 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,743,032 | 17,962 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,865,550 | 21,137 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,611,281 | 17,955 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,693,530 | 17,555 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,650,620 | 16,027 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $710,486 | 7,638 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $493,702 | 4,605 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $511,179 | 4,578 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $477,504 | 4,552 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $517,129 | 5,299 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $478,297 | 4,845 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $465,274 | 4,820 | Shares | Sole | 2021-05-24 | |
| 2020-03-31 | $227,838 | 2,817 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||